Clientshare Pulse

Clientshare Pulse is a platform designed specifically for B2B enterprises to streamline their Quarterly Business Reviews (QBRs). According to the vendor, this solution digitizes the QBR process, delivers standardized QBRs, and provides risk analysis dashboards. It caters to businesses of all sizes in industries such as IT Services, Facilities Management, Contract Catering, Workforce Management, and Business Process Outsourcing.

Key Features

Consistent Quarterly Business Reviews Workflow: The vendor claims that Clientshare Pulse ensures the consistent delivery of Quarterly Business Reviews, allowing for the documentation and tracking of all actions to maintain the integrity of the relationship.

Personalized Video and Leadership Messages: According to the vendor, Clientshare Pulse offers an easy-to-use feature for creating personalized videos that add a human touch to every Quarterly Business Review, enhancing the overall experience.

Insightful Risk Analysis Dashboards: Clientshare Pulse provides risk analysis dashboards that leverage customer ratings to identify accounts at risk of churn and uncover new growth opportunities, as per the vendor.

Client Feedback and Net Promoter Score (NPS): The vendor states that Clientshare Pulse provides a secure online platform for customers to provide feedback and ratings on Quarterly Business Reviews and messages from the Leadership Team and Account Managers, facilitating engagement and analysis.

Direct Delivery to Key Stakeholders: Clientshare Pulse allows for the direct delivery of Quarterly Business Reviews to key stakeholders within each client account, potentially improving client feedback and response rates when combined with CSAT and NPS, according to the vendor.

Streamlined Process with CSAT & NPS Integration: According to the vendor, Clientshare Pulse enables the creation of standardized Quarterly Business Reviews across all accounts while automating the CSAT and NPS process, resulting in increased efficiency.

Unique Risk Analysis Dashboards and Alerts: The vendor claims that Clientshare Pulse provides unique risk analysis dashboards and custom alerts that help identify accounts at risk of churn, uncover growth opportunities, and protect margins during renewals.

Effortless Creation of QBRs: Clientshare Pulse simplifies the creation of standardized Quarterly Business Reviews across all accounts by digitizing the process and automating CSAT and NPS, as per the vendor.

Enhanced Response Rates and Feedback: The vendor states that Clientshare Pulse facilitates improved response rates and gathers more client feedback by combining Quarterly Business Reviews with CSAT and NPS.

Actionable Insights for Growth and Margin Protection: Clientshare Pulse offers unique Risk Analysis Dashboards and custom alerts that provide actionable insights for identifying growth opportunities and protecting margins during renewals, according to the vendor.